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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,645 | $175,257+57.9% | $149,717+84.8% | $139,456+98.4% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 16.97% | 166.70%-149.7pp | 134.41%-117.4pp | 373.45%-356.5pp |
| Employer contribution / active EE | $1,642 | $5,477-70.0% | $4,820-65.9% | $4,753-65.4% |
| Participant deferral / active EE | $3,880 | $6,521-40.5% | $5,682-31.7% | $6,711-42.2% |
| Admin fee / account holder | $617 | $16,156-96.2% | $13,213-95.3% | $11,407-94.6% |